Specialized Services for High Net Worth Individuals.
Individual and family wealth often goes hand-in-hand with the evolving need for specialized services.
Your situation is unique and so too should be the advice you are given. From navigating intricate tax and asset protection strategies, to developing financial, estate and giving plans, our team is highly specialized in serving high net worth individuals. You’ve worked hard for your money and we’re here to help you protect it.
Our team is proud to work alongside our clients as trusted advisors providing personalized and integrated services geared towards setting up future generations for success. We strive to understand your unique needs so we can create a plan specific to you.
The Inflation Reduction Act (IRS) passed the House of Representatives and was signed into law August 16. Read on to learn about how these provisions could impact your business.
Many businesses thought they didn’t qualify for the Employee Retention Credit but later found out they did. The good news is businesses can still file for and claim the ERC on amended tax returns through 2024.
Buying property and selling after it’s appreciated is a wealth-building strategy that has been around for centuries. It’s even better if that property can make you money through rental income.